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Investors trust advisors more than politicians, about the same as mechanics, and less than doctors, lawyers and accountants, a new CFA Institute study says.
Developed with TD Ameritrade Institutional, the program will assist students and others who lost the opportunity for on-site education and training because of the COVID-19 virus.
Clients are more satisfied with advisors who lead with planning, interact more with them and clearly demonstrate their fee structure, according to a Carson Coaching study.
ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.